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Stan Meady White

OLD NORTH STATE TRUST, LLC·GREENSBORO, North Carolina
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125 SOUTH ELM STREET, GREENSBORO, NC 27401CRD# 5317437Firm CRD# 106155
01

About

Stan Meady White is a registered financial advisor based in GREENSBORO, North Carolina, affiliated with OLD NORTH STATE TRUST, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
OLD NORTH STATE TRUST, LLC
OLD NORTH STATE TRUST, LLC
AUM
$236M
Regulatory assets under management
Employees
16
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5317437
Firm CRD# 106155
No disclosures on file
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Frequently Asked Questions

What services does Stan Meady White offer?
Stan Meady White specializes in Financial Planning, Investment Management. Contact their office in GREENSBORO, North Carolina for a consultation.
What are Stan Meady White's credentials?
Stan Meady White is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stan Meady White located?
Stan Meady White is based in GREENSBORO, North Carolina, working with OLD NORTH STATE TRUST, LLC. Their office serves clients in the GREENSBORO metropolitan area and surrounding communities.
How does Stan Meady White charge for services?
Stan Meady White's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OLD NORTH STATE TRUST, LLC?
OLD NORTH STATE TRUST, LLC has approximately 16 employees and manages $236M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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